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Market volatility resources for financial professionals

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2020 distribution & tax information available

To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.

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2020 election resources for financial professionals

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Behavioral Finance

Behavioral finance advisor survey

See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility.

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Low-cost ETF model portfolios on Envestnet’s Fund Strategist Network offer advisors market-cap-weighted and strategic beta solutions built on behavioral insights
Press Releases

Charles Schwab Investment Management, Inc. (CSIM) announced that effective today, August 10, the Wasmer Schroeder High Yield Municipal Fund (WSHYX) has been reorganized into the new Schwab High Yield Municipal Bond Fund (SWHYX).
Press Releases

Charles Schwab announced today that it has completed its asset acquisition of Wasmer, Schroeder, & Company LLC, a leading independent investment manager of fixed income separately managed accounts.